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London, Greater London
Investment fund manager
Senior Client Services Administrator

Senior Client Services Administrator

Taylor James Professional Recruitment

Posted 15 hours ago, valid for 12 days

London, Greater London EC2V7NQ, England

Full Time

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Sonic Summary

Our client, an award-winning chartered firm of financial planners, is seeking a Senior Client Services Administrator for their central London team.
The ideal candidate should have a minimum of 3 years of IFA or financial planning administration experience and will support Paraplanners and Financial Planners.
This position offers a starting salary of up to £45,000, along with a 10% bonus and various employee benefits including flexible working and homeworking options.
Candidates interested in transitioning to paraplanning in the future are encouraged to apply, as the role includes attending client meetings and processing new business applications.
Additional perks include 25 days of holiday, full study support, a company pension, and subsidized gym membership.

Flexible working & homeworking available

Our client, an award winning and chartered firm of financial planners are looking to recruit a Senior Client Services Administrator to join their central London based team.

This is a first class opportunity to develop your technical skillset within a reputable team of professionals.

Our client is also interested in speaking with candidates who are also looking to move into paraplanning in the future.

Duties & responsibilities will include (not limited to):

To provide support to Paraplanners & Financial Planners
Attending client meetings alongside the Advisers
To be the first point of contact for clients
To process new business applications across the key financial products
Ensuring that financial transactions are completed correctly & compliantly
Preparing for client review meetings
Acquiring client portfolio valuations

The candidate:

Minimum of 3 years + IFA/ financial planning administration experience (essential)
Studying towards level 4 diploma (desirable)
Excellent knowledge of provider platforms

What’s on offer:

Starting basic salary of up to c £45,000 + 10% bonus
Flexible working & homeworking available
c 10% bonus
25 days holiday rising + option to buy
Full study support
Company pension
Social events
PMI
Subsidised gym membership
DIS x 4
Dental/ health

To be considered for this opportunity, please submit the latest version of your CV and/ or connect with Paul Taylor on LinkedIn.

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